Lead Capture & Qualification
Turn website enquiries into CRM leads without copying details by hand. Check each request for missing information and existing contacts, then alert the right person.
On this page
The process, without the repetitive work.
A new website enquiry should reach the right person without someone copying it into your CRM. A first workflow can check one form, flag missing details, find an existing contact and assign the request. Additional channels can be scoped later.
We need to agree the form fields, CRM access, matching identifiers and who should receive each type of request.
An incomplete enquiry or uncertain contact match goes to a person before it is assigned automatically.
What this automation can handle.
These are possible additions to an agreed workflow. The starting price covers the focused example described below, not every option in this list.
- ↗Capture leads from forms, email and messaging channels.
- ↗Validate required information.
- ↗Standardize names and contact details.
- ↗Check whether the contact already exists.
- ↗Categorize requests.
- ↗Flag requests that meet agreed priority criteria.
- ↗Route leads to the correct person.
- ↗Create or update CRM records.
- ↗Notify responsible employees.
A clear flow from trigger to result.
Website form or agreed source
Contact and request fields
Keep a new request without duplicates
Service or urgency
Create or update the matching contact
Notify the responsible person
Qualification rules can be based on location, service, budget, urgency, lead source or other business-specific criteria.
An agreed workflow, tested and handed over.
The items below apply to the scope agreed before development begins. Other capabilities on this page are options, not part of every starting project.
From $300
One website form, one connected CRM, required-field and existing-contact checks, plus one owner assignment rule.
WHAT SHAPES THE ESTIMATEThe estimate depends on form fields and assignment rules.
The starting price covers the limited example above, not every capability on this page. More integrations, AI features or connected workflows are quoted individually. I confirm the final USD price and project-specific timeline after reviewing your tools, access and testing needs, before development begins. Third-party subscriptions, hosting, API usage and optional ongoing support are separate unless agreed.
Common questions.
Can AI help sort incoming requests?＋
It can help interpret unclear wording if that is included in the scope. Required fields and assignment rules can also be handled without AI.
What happens if the customer already exists?＋
The automation can check identifiers such as email or phone number before creating a new record.
Can different leads go to different employees?＋
Yes, when the relevant information and assignment rules are available in the connected systems.
Have a similar process?
Tell me what starts the task, which tools you use and what you would like to happen. You do not need a technical plan to begin.
Automate your lead flow ↗